Ron and I enjoy reading periodicals from other countries; in particular the Financial Times, published in the U.K. They always have such interesting articles and we get to view ourselves from “across the pond.” As a financial gerontologist, I took particular interest in a recent issue (Oct. 3, 2009) of the FT that had an...Read More

I was out of the office at a Board Meeting, when I felt my cell phone vibrate in my pocket. After the meeting adjourned, I called my voice mail. My son Steve left a message to call him — it was important. I could tell by the tone in his voice (most parents have this...Read More

“To know the road ahead, ask those coming back.” – Chinese Proverb We have been in business for over 20 years and in that time we have noticed a growing trend of parents, and especially grandparents, who want to leave something valuable to their progeny. This can take many forms, the most common of which...Read More